Gateway Wealth Partners, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1966037 APPLETON, WI

Position in WEC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$466,262

-$391,709 QoQ

Shares Held

3,993

-46.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#771

of 1,386 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Gateway Wealth Partners, LLC holds $7,552,374 across 11 Utilities - Regulated Electric names. WEC ranks #8 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	19,206	$1,838,206
2	DUK	Duke Energy CORP	9,162	$1,159,725
3	NEE	Nextera Energy Inc	8,697	$763,335
4	AEP	American Electric Power Co Inc	5,027	$687,743
5	AEE	Ameren Corp	5,224	$590,520
6	ED	Consolidated Edison Inc	5,293	$585,564
7	EIX	Edison International	7,017	$522,415
8	WEC	Wec Energy Group, Inc. This page	3,993	$466,262

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,262	3,993	-46.1%	Shares	Sole	2026-08-04
2026-03-31	$857,971	7,411	+147.0%	Shares	Sole	2026-05-15
2025-12-31	$316,380	3,000	+15.7%	Shares	Sole	2026-02-11
2025-09-30	$297,131	2,593	+2.9%	Shares	Sole	2025-11-06
2025-06-30	$262,479	2,519	+8.5%	Shares	Sole	2025-08-13
2025-03-31	$253,051	2,322	+1.0%	Shares	Sole	2025-05-01
2024-12-31	$216,103	2,298	+0.0%	Shares	Sole	2025-01-23
2024-09-30	$220,925	2,297	-7.4%	Shares	Sole	2024-10-25
2023-06-30	$218,923	2,481	+4.3%	Shares	Sole	2023-08-14
2023-03-31	$225,505	2,379	+0.0%	Shares	Sole	2023-05-10
2022-12-31	$222,961	2,378	—	Shares	Sole	2023-02-16
No filing history on record for this holder in this stock.